FDX β€” FEDEX CORP

Ownership history in Processus Wealth & Capital Management, LLC  Β·  9 quarters on record

AI Ownership Summary

Processus Wealth & Capital Management, LLC reported FEDEX CORP (FDX) in 9 quarterly 13F filings from 2023 Q4 through 2025 Q4. Peak portfolio weight reached 4.36% in 2024 Q1. The latest visible filing shows FDX at 2.85% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this FDX ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Processus Wealth & Capital Management, LLC's position in FEDEX CORP, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2025 Q4

FDX was reported at 2.85% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
4.36% in 2024 Q1

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2023 Q4 to 2025 Q4

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How Processus Wealth & Capital Management, LLC held FDX β€” position size vs. price
% of Fund (quarterly)    FDX price (quarter-end, indexed to 100)
πŸ“‹ Quarterly Holdings History 9 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 ADDED 14,988 +121 +0.8% 2.85% $4.3M 2026-02-14 (Est.) $373.21
2025 Q3 REDUCED 14,867 -1,022 -6.4% 2.51% $3.5M 2025-11-04 $249.58
2025 Q2 REDUCED 15,889 -848 -5.1% 2.85% $3.6M 2025-07-16 $225.22
2025 Q1 ADDED 16,737 +232 +1.4% 3.47% $4.1M 2025-04-30 $205.76
2024 Q4 ADDED 16,505 +240 +1.5% 3.70% $4.6M 2025-02-04 $244.16
2024 Q3 REDUCED 16,265 -845 -4.9% 3.67% $4.5M 2024-11-01 $265.61
2024 Q2 ADDED 17,110 +126 +0.7% 4.25% $5.1M 2024-07-24 $287.37
2024 Q1 ADDED 16,984 +1,975 +13.2% 4.36% $4.9M 2024-04-16 $253.86
2023 Q4 INITIATED 15,009 β€” β€” 3.79% $3.8M 2024-03-05 $237.12

FAQ About Processus Wealth & Capital Management, LLC and FDX

These are the practical questions this page is built to answer before you even open the full history table.

How long has Processus Wealth & Capital Management, LLC reported owning FDX?

Processus Wealth & Capital Management, LLC reported FDX across 9 quarterly 13F filings, from 2023 Q4 through 2025 Q4.

What was the largest reported FDX position in Processus Wealth & Capital Management, LLC's portfolio?

The largest reported portfolio weight for FDX was 4.36% in 2024 Q1.

What is the latest reported FDX position on this page?

The most recent filing on this page is 2025 Q4, when Processus Wealth & Capital Management, LLC reported 14,988 shares, equal to 2.85% of portfolio, with an estimated market value of $4.3M.

What does the chart on this FDX ownership page compare?

The chart compares Processus Wealth & Capital Management, LLC's quarterly FDX portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

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